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  • HDFC Index Sensex fund (Growth)
HDFC Mutual Funds

HDFC Index Sensex fund (Growth)

EquityLarge Cap

Top Ranked

479.9408

NAV (Jun 28)

12.3%
5 Year CAGR
Scripbox Opinion
Top Ranked
HDFC Index Sensex fund (Growth) is a good choice within large cap mutual funds.

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

20 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

3,384 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

479.9408

NAV (Jun 28)

Fund Returns

Last 1Y

1.6%

Last 3Y

11.2%

Last 5Y

12.3%

Last 10Y

13%

Since Inception

14.5%

6 Month CAGR

-7.6%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate returns that are commensurate with the performance of the S&P BSE SENSEX Index,subject to tracking errors.There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

0.4

Launched (20y ago)

Jul 17, 2002

AUM in Crores

3383.564

ISIN

INF179K01LA9

Lock-in

No Lock-in

Benchmark

S&P BSE SENSEX TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Krishan Daga

Fund Manager

Arun Agarwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-06-28

Top Stock Holdings

reliance industries ltd

14.4%
14.4%

hdfc bank ltd

9.6%
9.6%

infosys ltd

8.7%
8.7%

icici bank ltd

8.3%
8.3%

housing development finance corp ltd

6.6%
6.6%
See all holdings

Allocation by Sector

financial services

38.9%
38.9%

technology

18.3%
18.3%

energy

14.4%
14.4%

consumer defensive

8.1%
8.1%

consumer cyclical

4.7%
4.7%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Company Limited manages assets worth 458,502 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 38 equity,111 debt and 32 hybrid funds.

amc-img

  • 1800 3010 6767/ 1800 419 7676 (Toll-free)
  • cliser@hdfcfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    13.4%

    4.5%

    6.2%

    7.8%

    3.6%

    5.8%

    5.6%

    5.7%

    5.6%

    5.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    HDFC Index Sensex fund (G) Review

    HDFC Index Sensex fund (G) is a Large Cap Equity fund and has delivered an annualised return of 14.5% over a period of 19 years. The fund is managed by HDFC Asset Management Company Limited. The fund managers are Arun Agarwal, Krishan Daga.

    Nav of HDFC Index Sensex fund (G) as of 6/28/2022 is ₹479.94 with the total AUM as of 6/29/2022 is ₹3383.564. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Index Sensex fund (G) was launched on Jul 17, 2002. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HDFC Index Sensex fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    HDFC Index Sensex fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE SENSEX TR INR.

    HDFC Index Sensex fund (G) is rated as a 4 fund in Equity and delivered 1.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Index Sensex fund (G).

    Frequently Asked Questions

    What is HDFC Index Sensex fund (G)?

    HDFC Index Sensex fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in HDFC Index Sensex fund (G)?

    You can invest in HDFC Index Sensex fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of HDFC Index Sensex fund (G)?

    The minimum sip amount for HDFC Index Sensex fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HDFC Index Sensex fund (G) good to invest in?

    As per Scripbox experts, HDFC Index Sensex fund (G) is a Top Ranked fund. You can investHDFC Index Sensex fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the HDFC Index Sensex fund (G)?

    The expense ratio of the HDFC Index Sensex fund (G) is 0.4% for regular plan.